13F filer

Northwest & Ethical Investments

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 2033536 SEC filings ↗
13F Value
$4.30B
Positions
522
Top Position
DMXF6.7%
Top 5
20.6%

Latest filing changes

vs Mar 31, 2026
1 DE Deere & Company >999%+$22.9M
2 ASML ASML Holding >999%+$22.3M
3 CTAS Cintas +476.1%+$19.3M
4 NEE NextEra Energy +61.2%+$15.9M
5 WAB Wabtec +386.6%+$12.1M
Holdings522
# Trend (4Q)
1 DMXF 6.7% $288.4M NEW 3.41M — ETF
2 NVDA 4.2% $180.6M -3.8% 903.0K 3.8% Common Stock
3 AVSD 3.7% $158.3M — 1.98M 3.4% ETF
4 MSFT 3.3% $143.1M -3.9% 383.7K 3.4% Common Stock
5 AAPL 2.6% $112.9M -4.1% 390.4K 2.4% Common Stock
6 GOOG 2.5% $107.3M -1.8% 303.8K 2.1% Common Stock
7 RY 2.2% $96.0M -6.1% 464.6K 1.9% Common Stock
8 AVGO 1.9% $82.7M +6.9% 218.8K 1.5% Common Stock
9 KLAC 1.9% $80.8M — 267.9K 0.9% — Common Stock
10 TD 1.8% $75.3M -9.8% 620.7K 1.5% Common Stock
11 QQQ 1.5% $64.6M -13.6% 87.7K 1.4% ETF
12 SPY 1.5% $62.6M +5.4% 83.8K 1.2% ETF
13 AMZN 1.4% $61.6M -12.7% 258.5K 1.4% Common Stock
14 WCN 1.4% $58.8M +4.6% 352.8K 1.3% Common Stock
15 CSCO 1.2% $49.9M -9.1% 425.0K 0.8% Common Stock
16 CNI 1.1% $47.8M -6.1% 401.0K 1.0% Common Stock
17 V 1.0% $43.6M -8.7% 127.0K 1.0% Common Stock
18 NEE 1.0% $41.8M +61.2% 476.2K 0.6% Common Stock
19 LIN
Filing details
  • G54950103 Jun 30, 2026 78,067 reported quantity $40,512,089 reported value
0.9% $40.5M -25.1% 78.1K 1.2% Common Stock
20 MRK 0.9% $40.0M -11.5% 311.1K 1.0% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing65
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.